SIM
BWA icon

Studio Investment Management’s BorgWarner BWA Stock Holding History

Studio Investment Management’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,547
Closed -$102K – 186
2025
Q1 		$102K Buy
3,547
+415
+13% +$12.6K 0.02% 185
2024
Q4 		$99.6K Buy
3,132
+319
+11% +$10.9K 0.02% 178
2024
Q3 		$102K Buy
2,813
+310
+12% +$10.2K 0.02% 174
2024
Q2 		$80.7K Buy
2,503
+757
+43% +$26.2K 0.02% 173
2024
Q1 		$60.7K Buy
1,746
+645
+59% +$21.1K 0.01% 178
2023
Q4 		$39.5K Sell
1,101
-1,189
-52% -$42.4K 0.01% 181
2023
Q3 		$92.4K Buy
+2,290
New +$97K 0.03% 162

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Studio Investment Management's BWA Position: Q2 2025 in Review

Studio Investment Management sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 3,547 shares — an estimated $102K sold.

Studio Investment Management first reported a position in BWA in Q3 2023 and held it in 7 quarters. The position peaked at $102K in Q3 2024. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

  • Studio Investment Management reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 3,547 BorgWarner shares in Q2 2025, an estimated $102K.
  • Studio Investment Management first reported a position in BorgWarner in Q3 2023 and held it in 7 quarters.
  • Studio Investment Management's BorgWarner position peaked at $102K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.